ClientSuccess vs. Startdeliver

ClientSuccess is perfect for the growing small-to-medium business like ours. It's simple and easy enough to quickly implement as a starter solution, but also robust enough to support multiple Customer Success teams. It may fall a bit short in terms of an enterprise organization in scale, customization, and flexibility. However, I can see enterprise organizations using different instances of ClientSuccess, perhaps for different departments or sections, if those organizations didn't need overarching analytics

Incentivized

with Startdeliver, we could instantly know what are clients are doing in our platform, even our salesteam testing out prospects. this is such an invaluable insight to have. And by also adding an integration to a CRM, this is just a cheat code done so simply, that competitors can only look in awe.

Incentivized

• Pulse - It is so nice to collect the pulses of my client to know if they are healthy or not. I base a lot of my interactions with clients off of pulse. It shows me how many days it's been since I last had a pulse check on someone and from there I can see if I need to reach out or not.
• Automated Emails - It's so comforting to know that my clients are being communicated to when I haven't thought to reach out to them. I have set up a lot of automated emails and rules for when they should go out and I've had a lot of clients get in touch with me from it that need.
• Success Cycles - It has allowed me to set up success cycles for the clients. Because of this, I know exactly how to train them and exactly where they're at in the training process.

• Track the features your clients are using
• Churn prevention
• Shared spaces for collaboration
• Integration

Incentivized

• The support view takes a few steps to get to the meat and potatoes.
• The success score model can be improved to include smaller one-off campaigns. Success score is good for a campaign that has existed for a while but not for the one-off projects.

Incentivized

• Not necessarily a bad thing, but being so simple, it could contain even more advanced features for "customer success", but however, the reason you really use Startdeliver is for its simplicity
• could be slightly more distinct separation between customers and internal user (you confuse what is what sometimes)
• I don't fully understand the naming and logic about their new packages, but this is subjective opinion

Incentivized

from its incredible UI/X, to its easy to use features, to its native integrations, and to its overall approach to easily keep track of your customer success function as such - if you are not using Startdeliver as a CS team - you must be doing something wrong, so don't hesitate.

Incentivized

They are SUPER responsive...even for late night inquiries.

Incentivized

Our team had previously been using HubSpot CRM as a way to manage client contracts in combination with Trello for simple client progress mapping, and Client Success has eliminated the need to use either of them for client management. HubSpot is designed more for sales processes and was missing a way for our team to get an accurate view of our clients and their details. In a similar manner, Trello is designed more for task and project management and didn't provide the detail orientation we needed.

Incentivized

Planhat might be a unicorn headed platform with incredible functions and features as well, but in reality, who will really use all of those features? Most CS teams just wants simplicity, not for things to become rocket science. Stay simple and go for a platform that will keep you grounded to the hardcore basics, and let your CS team do the rest.

Incentivized

• Within the first week, leadership was able to have more visibility into the lifestage and health score of each client
• We needed to become more proactive as an organization and this platform has allowed us to do so with real-time metrics and reporting.
• We needed to find a way to scale our approach, especially as our Client Success organization continues to grow, and this is already helping.

• saves atleast 30% time per customer
• Prevents churn thanks to great healthscoring and customer details function
• becomes an integrated source of truth

Incentivized